How do I setup my users permissions for the Contracts module?

What's the issue you're facing?

How do I setup my users permissions for the Contracts module?

Solution

By default, no additional user will have access to the Contracts module or to any contracts created by other users.

To allow a user to access the module, go to the Host Permissions in the Admin Settings and on the Admin Permissions tab update the Contracts permission to either ‘Edit’ if the user needs to be able to add new contracts or ‘View’ if they just need to be able to review existing contracts.

To give them access to contracts created by other users, go to the Contract Permissions Tab and select either ‘View’ or ‘Edit’ along with the User, Host Group or specific Contract that you would like to share.

In this example the user will be able to edit any contract that is owned by anybody in the Procurement UK host group and they will be able to view any contract if it is owned by the user csm@marketdojo.com.

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